Invesco S&P 500 Equal Weight ETF
1,147 hedge funds and large institutions have $19B invested in Invesco S&P 500 Equal Weight ETF in 2021 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 431 increasing their positions, 310 reducing their positions, and 47 closing their positions.
362% more first-time investments, than exits
New positions opened: 217 | Existing positions closed: 47
39% more repeat investments, than reductions
Existing positions increased: 431 | Existing positions reduced: 310
15% more funds holding
Funds holding: 1,000 → 1,147 (+147)
14% more funds holding in top 10
Funds holding in top 10: 118 → 135 (+17)
13% more capital invested
Capital invested by funds: $16.8B → $19B (+$2.24B)
2.25% more ownership
Funds ownership: 58.63% → 60.88% (+2.2%)
59% less call options, than puts
Call options by funds: $88.6M | Put options by funds: $215M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$224M |
| 2 |
Morgan Stanley
New York
|
+$186M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$97.8M |
| 4 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
+$58.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$51.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFFNO
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
-$259M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$86.9M |
| 3 |
AI
AdvisorShares Investments
Bethesda,
Maryland
|
-$75.7M |
| 4 |
Goldman Sachs
New York
|
-$53.3M |
| 5 |
JP Morgan Chase
New York
|
-$35.1M |
RSP Hedge Fund Activity: Q4 2021 in Review
1,147 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q4 2021, worth a combined $19B — up 13% from $16.8B a quarter earlier.
Buyers outnumbered sellers: 217 funds opened new RSP positions and 47 closed out — a net gain of 170 holders — while 431 added to existing stakes and 310 trimmed.
The largest buyer was LBMC Investment Advisors, adding an estimated $224M. The largest seller was Common Fund For Nonprofit Organizations, exiting entirely with an estimated $259M sold.
- 1,147 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q4 2021, up from 1,000 in Q3 2021.
- Funds reported $19B of Invesco S&P 500 Equal Weight ETF stock for Q4 2021, up 13% quarter-over-quarter.
- 217 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q4 2021 and 47 closed out, a net change of +170 holders.
- The largest Invesco S&P 500 Equal Weight ETF buyer in Q4 2021 was LBMC Investment Advisors, an estimated $224M added.
- The largest Invesco S&P 500 Equal Weight ETF seller in Q4 2021 was Common Fund For Nonprofit Organizations, an estimated $259M sold.
Based on aggregated 13F filings for Q4 2021.